See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,065 | $100,901+107.2% | $75,670+176.3% | $147,584+41.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 8.49% | 35.78%-27.3pp | 27.34%-18.9pp | 578.55%-570.1pp |
| Employer contribution / active EE | $8,145 | $3,253+150.3% | $2,352+246.3% | $4,876+67.0% |
| Participant deferral / active EE | $4,805 | $4,027+19.3% | $3,142+52.9% | $5,439-11.6% |
| Admin fee / account holder | $4,399 | $11,285-61.0% | $5,800-24.1% | $10,885-59.6% |